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Charles Ryan

Partner at Evercore Wealth Management, LLC

New York, NY , United States

About

Charles Ryan is a Partner and Portfolio Manager at Evercore Wealth Management in New York, where he co-manages the Evercore Equity Fund and serves on the firm's Equity Selection Committee. He focuses on U.S. and global equities, utilizing a fundamental, long-term investment approach that prioritizes concentrated yet diversified portfolios, often with differentiated industry exposures from major benchmarks.

Over his distinguished career, Mr. Ryan has held leadership roles at U.S. Trust, including Managing Director and Market Investment Executive, where he managed growth equity strategies and participated in investment policy decisions. Prior to that, he was Head of the Equity Division at BNY Asset Management, overseeing the bank’s largest mutual fund, The Hamilton Equity Income Fund.

Mr. Ryan holds a B.A. from Villanova University and is active in professional organizations, such as the New York Society of Security Analysts. He has served on advisory boards at Villanova and contributed to several educational and community organizations, underscoring his commitment to industry best practices and professional development.

Career History

OrganizationRoleDate RangeDetails
Evercore Wealth Management, LLCPartnerNov 2008 to Present
US TrustPortfolio ManagerFeb 2001 to Oct 2008
BNY Asset ManagementPortfolio ManagerDec 1992 to Feb 2001

Education

Villanova University

1985 1989

Skills & Expertise

Portfolio Management
Investment Banking
Marketing
Strategy
Sales

Others at Evercore Wealth Management, LLC (22)

NameRoleLocation
A
Amy Wu
AnalystNY , United States
Brian Pollak
Brian Pollak
Portfolio ManagerSaddle River, NJ , United States
B
Bruce Elwell
Sr. Advisor; Retired Partner, Portfolio ManagerSan Francisco, CA , United States
Caroline Martelly
Caroline Martelly
Portfolio Investment AnalystNew York, NY , United States
F
Flavia Araujo Trento
PartnerSan Francisco, CA , United States
J
Jay Springer
Partner, Portfolio ManagerAllendale, NJ , United States
Kate Mulvany
Kate Mulvany
PartnerNew York, NY , United States
Madison Schenone
Madison Schenone
AnalystNew York, NY , United States
Michael Kirkbride
Michael Kirkbride
Partner, Portfolio ManagerNew York, NY , United States
S
Stephanie Hackett
PartnerNew York, NY , United States
Showing 1-10 of 22 team members